Tag: Income Planning
Strategies for Investors as Trump Begins His Second Term (Ep.32)

Strategies for Investors as Trump Begins His Second Term (Ep.32)

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How have markets historically reacted to a change in U.S. presidency, and what can you do to safeguard your future investments?  

With Donald Trump’s return to the White House, understanding the market dynamics and economic policies becomes critical—let’s delve into what this means for your financial strategy.

As markets show mixed reactions to the news of Trump’s re-election, it’s crucial to explore what these changes mean for both your investments and the economy at large. Throughout this episode, we delve into historical patterns, current market trends, and outline key strategies to help you prepare for potential shifts. 

Key conversations include:

  • Historical analysis of how markets react to shifts in presidential power provides foundational knowledge for investors
  • Understanding sector-specific impacts on energy, defense, and technology
  • Inflation, interest rates, and tariffs being critical economic factors; understanding their implications to adjust your strategy accordingly
  • Retaining flexibility in your investment strategy, prioritizing diversification, and staying informed to align with evolving market conditions

Resources:

Connect with Jim Kruzan: 

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Podcast Image showing the title "How Much Money Do You Need To Retire?"
How Much Money Do You Need To Retire? (Ep. 12)

How Much Money Do You Need To Retire? (Ep. 12)

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How can you save for retirement if you don’t know how much money you’ll need?

It’s time to calculate your financial finish line so you don’t run out of money during retirement!

In this episode, Jim Kruzan, CFP®, CRPC®, shares easy-to-follow methods and rules of thumb to estimate your retirement expenses and income — and what to do if you have no idea where to begin.

Jim discusses:

  • Key points to discuss with your spouse about your “dream retirement”
  • Why you should categorize your retirement expenses into needs, wants, and wishes
  • How to account for major lifestyle adjustments and rising healthcare costs
  • Rules of thumb to quickly check if you’re on track
  • And more

Resources:

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About Your Host: 

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.

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